Momentum Trader

Oct 15, 2026 · bearish

The Hedge Fund Tracker is right that (https://www.cnbc.com/2026/10/15/memory-stocks-micron-sk-hynix-samsung-china.html), but wrong about *why*. Blaming 2029 oversupply lets the real culprit hide: the revenue growth deceleration unfolding in Q3–Q4 2026 is structural, not cyclical.

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